Ibex Wealth Advisors Energy Sector Spdr Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

A detailed history of Ibex Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 22,100 shares of XLE stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,100

Previous 21,869 1.06%

Holding current value

$1.8 Million

Previous $1.87 Million 9.02%

% of portfolio

0.28%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$85.7 - $93.96 $19,796 - $21,704	231 Added 1.06%	22,100 $2.04 Million
Q4 2024 Jan 23, 2025	BUY	$83.32 - $97.27 $1.82 Million - $2.13 Million	21,869 New	21,869 $1.87 Million
Q4 2022 Feb 06, 2023	SELL	$76.09 - $94.08 $25,870 - $31,987	-340 Reduced 0.82%	41,078 $3.59 Million
Q3 2022 Oct 31, 2022	SELL	$67.49 - $84.09 $4,319 - $5,381	-64 Reduced 0.15%	41,418 $2.98 Million
Q2 2022 Aug 16, 2022	BUY	$70.66 - $92.28 $1.15 Million - $1.51 Million	16,337 Added 64.97%	41,482 $2.97 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $14,934 - $20,553	261 Added 1.05%	25,145 $1.92 Million
Q4 2021 Feb 22, 2022	SELL	$53.01 - $59.14 $28,254 - $31,521	-533 Reduced 2.1%	24,884 $1.38 Million
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $38,005 - $45,492	830 Added 3.38%	25,417 $1.32 Million
Q2 2021 Aug 20, 2021	BUY	$47.07 - $56.19 $159,614 - $190,540	3,391 Added 16.0%	24,587 $1.33 Million
Q1 2021 May 05, 2021	BUY	$37.96 - $53.57 $804,600 - $1.14 Million	21,196 New	21,196 $1.04 Million
Q3 2019 Nov 12, 2019	SELL	$59.2 - $63.13 $10,537 - $11,237	-178 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	178 New	178 $11,000

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Ibex Wealth Advisors Energy Sector Spdr Transaction History